Guidewire Software (NYSE:GWRE) Price Target Lowered to $250.00 at Stifel Nicolaus

Guidewire Software (NYSE:GWRE) had its price objective cut by Stifel Nicolaus from $300.00 to $250.00 in a report issued on Friday morning,Benzinga reports. They currently have a buy rating on the technology company’s stock.

A number of other brokerages have also issued reports on GWRE. Citigroup raised their target price on Guidewire Software from $242.00 to $245.00 and gave the stock a “neutral” rating in a research note on Friday, December 5th. Wall Street Zen lowered Guidewire Software from a “buy” rating to a “hold” rating in a report on Friday, November 28th. Oppenheimer decreased their target price on Guidewire Software from $300.00 to $250.00 and set an “outperform” rating for the company in a report on Tuesday, February 24th. BTIG Research upped their target price on Guidewire Software from $175.00 to $200.00 and gave the company a “buy” rating in a research report on Friday. Finally, Citizens Jmp reiterated a “market outperform” rating and issued a $281.00 price target on shares of Guidewire Software in a report on Wednesday, December 10th. Eleven research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $250.15.

Guidewire Software Stock Performance

Shares of Guidewire Software stock traded up $8.17 during midday trading on Friday, hitting $169.01. The company had a trading volume of 3,772,870 shares, compared to its average volume of 1,894,411. The company has a fifty day simple moving average of $154.71 and a 200 day simple moving average of $200.92. The stock has a market cap of $14.37 billion, a price-to-earnings ratio of 76.82, a PEG ratio of 10.37 and a beta of 1.06. The company has a quick ratio of 3.48, a current ratio of 3.48 and a debt-to-equity ratio of 0.44. Guidewire Software has a 12-month low of $120.37 and a 12-month high of $272.60.

Guidewire Software (NYSE:GWRE) last released its earnings results on Thursday, March 5th. The technology company reported $1.17 earnings per share for the quarter, topping the consensus estimate of $0.77 by $0.40. The company had revenue of $359.10 million for the quarter, compared to the consensus estimate of $342.88 million. Guidewire Software had a net margin of 14.11% and a return on equity of 13.58%. Guidewire Software’s revenue was up 24.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.51 EPS. As a group, analysts predict that Guidewire Software will post 0.52 earnings per share for the current fiscal year.

Guidewire Software announced that its Board of Directors has approved a share repurchase program on Thursday, January 8th that authorizes the company to repurchase $500.00 million in outstanding shares. This repurchase authorization authorizes the technology company to buy up to 3.1% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s leadership believes its shares are undervalued.

Insider Buying and Selling

In other news, CEO Michael George Rosenbaum sold 6,015 shares of the firm’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $192.08, for a total transaction of $1,155,361.20. Following the sale, the chief executive officer owned 240,743 shares of the company’s stock, valued at $46,241,915.44. This trade represents a 2.44% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Jeffrey Elliott Cooper sold 2,872 shares of Guidewire Software stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $192.08, for a total transaction of $551,653.76. Following the transaction, the chief financial officer directly owned 74,201 shares of the company’s stock, valued at approximately $14,252,528.08. This trade represents a 3.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 42,760 shares of company stock valued at $7,978,508 in the last ninety days. Insiders own 0.46% of the company’s stock.

Institutional Trading of Guidewire Software

A number of hedge funds have recently added to or reduced their stakes in the company. IFP Advisors Inc grew its position in Guidewire Software by 4.6% during the third quarter. IFP Advisors Inc now owns 1,104 shares of the technology company’s stock valued at $254,000 after buying an additional 49 shares during the period. Earned Wealth Advisors LLC boosted its stake in shares of Guidewire Software by 5.4% during the 3rd quarter. Earned Wealth Advisors LLC now owns 989 shares of the technology company’s stock worth $227,000 after acquiring an additional 51 shares in the last quarter. Smartleaf Asset Management LLC grew its position in shares of Guidewire Software by 9.3% during the 3rd quarter. Smartleaf Asset Management LLC now owns 624 shares of the technology company’s stock valued at $145,000 after acquiring an additional 53 shares during the period. PDS Planning Inc increased its stake in shares of Guidewire Software by 6.4% in the 3rd quarter. PDS Planning Inc now owns 911 shares of the technology company’s stock valued at $209,000 after purchasing an additional 55 shares in the last quarter. Finally, American Trust increased its stake in shares of Guidewire Software by 3.9% in the 3rd quarter. American Trust now owns 1,632 shares of the technology company’s stock valued at $375,000 after purchasing an additional 61 shares in the last quarter.

Key Headlines Impacting Guidewire Software

Here are the key news stories impacting Guidewire Software this week:

• Positive Sentiment: Q2 results beat and company raised fiscal‑2026 outlook — Guidewire reported revenue of $359.1M (up 24% YoY), non‑GAAP EPS of $1.17 (vs. $0.77 estimate) and raised full‑year revenue and profit targets; management cited durable demand for large, multi‑year deals. Guidewire Announces Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Cloud & AI tailwinds highlighted as growth drivers — Coverage and management commentary point to accelerating cloud migrations and AI‑driven modernization that are lifting ARR, subscription revenue and multi‑year deal activity. GWRE Q4 deep dive: Cloud momentum and AI tailwinds shape upbeat outlook
• Positive Sentiment: Key metrics show strong subscription traction — Subscription & support revenue grew ~33% and commentary stressed 22% ARR growth, supporting a recurring‑revenue story that investors favor. Guidewire Q2 Earnings & Revenues Beat Estimates, Up Y/Y, Stock Rises
• Positive Sentiment: Capital return boost — Company disclosed a new $500M share repurchase authorization, which can support near‑term stock demand and EPS accretion. Guidewire shares rise after Q2 results beat expectations and full-year outlook was raised
• Neutral Sentiment: Analysts revise models and targets — Several firms updated forecasts after the quarter; some raised targets while others trimmed their price targets (mix of upgrades and cuts leaves consensus view mixed). These Analysts Revise Their Forecasts On Guidewire Software Following Q2 Results
• Negative Sentiment: Significant insider selling noted — Reports show extensive insider sales over recent months, which investors may view as a cautionary signal despite strong operating results. Guidewire shares rise after Q2 results beat expectations and full-year outlook was raised

Guidewire Software Company Profile

Guidewire Software, Inc develops software products and cloud services for property and casualty (P&C) insurance carriers. Headquartered in San Mateo, California, the company’s offerings are designed to help insurers manage the core functions of their business—policy administration, billing and claims—while supporting digital engagement, analytics and operational modernization.

Guidewire’s core product portfolio is commonly known as the InsuranceSuite, which includes PolicyCenter for policy administration, BillingCenter for billing and receivables, and ClaimCenter for claims management.